The 2017 First Quarter Outlook is presented by Chief Investment Officer, Brian K. Andrew, CFA, and Senior Vice President and Portfolio Manager, Joseph F. Hickey, CFA.
Brian begins the presentation by reviewing 2016, and why the year's returns make the case for a diversified portfolio. Afte[...]

The Third Quarter 2016 Market Outlook is presented by Joseph F. Hickey, CFA, Senior Portfolio Manager and David G. Carroll, CFA, Senior Portfolio Manager.
Joe begins by reviewing several causes of low stock market returns over the past year and what expected earnings are projected to be over t[...]

Our Second Quarter 2016 Market Outlook is presented by Joseph F. Hickey, CFA, Portfolio Manager.
Joe begins the presentation by discussing returns across asset classes and how worldwide policies and events are affecting these returns. He continues with the current surplus of how crude oil wi[...]

Our 2016 Market Outlook is presented by Joe Hickey, CFA, Director of Equity Strategy and Portfolio Manager.
Joe begins our presentation by reminding us why a diversified portfolio is so important by reviewing several different asset classes and how and why they performed as they did in 2015. H[...]

Our Third Quarter review of the markets is presented by Joseph F. Hickey, CFA, Director of Equity Strategy and David G. Carroll, CFA, Senior Portfolio Manager.
Joe reviews:
different asset class returns and factors that contributed to both their positive returns in the first half of 2015 and [...]

David Carroll, CFA, Senior Portfolio Manager and Michael Peters, CFA, Fixed Income Portfolio Manager provide an analysis of recent economics and markets in the Second Quarter Market Overview Webcast. In Dave's discussion of international markets he reviews historical data along with projections to e[...]